Geneos Wealth Management’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.4K | Sell |
2,400
-2,000
| -45% | -$77K | ﹤0.01% | 1283 |
|
|
2025
Q1 | $186K | Buy |
4,400
+2,300
| +110% | +$97.3K | ﹤0.01% | 1264 |
|
|
2024
Q4 | $77.8K | Hold |
2,100
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q3 | $74.1K | Hold |
2,100
| – | – | ﹤0.01% | 1058 |
|
|
2024
Q2 | $76.5K | Hold |
2,100
| – | – | ﹤0.01% | 941 |
|
|
2024
Q1 | $75.9K | Buy |
2,100
+500
| +31% | +$18.1K | ﹤0.01% | 936 |
|
|
2023
Q4 | $50.6K | Hold |
1,600
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q3 | $46.6K | Buy |
1,600
+200
| +14% | +$5.83K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $43K | Hold |
1,400
| – | – | ﹤0.01% | 1116 |
|
|
2023
Q1 | $40.5K | Hold |
1,400
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q4 | $41.9K | Buy |
1,400
+500
| +56% | +$15K | ﹤0.01% | 1108 |
|
|
2022
Q3 | $22K | Sell |
900
-2,100
| -70% | -$51.3K | ﹤0.01% | 1288 |
|
|
2022
Q2 | $84K | Hold |
3,000
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q1 | $90K | Buy |
3,000
+2,400
| +400% | +$72K | ﹤0.01% | 1131 |
|
|
2021
Q4 | $16K | Hold |
600
| – | – | ﹤0.01% | 1991 |
|
|
2021
Q3 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 2028 |
|